Checklist for Active Merchandising

To implement active data for a site, the site
must be tagged for data collection, and additional attribute values
imported. This page lists the tasks in the order they must be performed.
Because analytics-driven merchandising involves the collection, import,
analysis, and calculation of values for merchandising, you must complete
all of the analytics-driven merchandising tasks before implementing
personalization or searchandising.

Preparation and Planning

Task

Role

~Time

Present active merchandising slide set to the
customer, emphasizing how it would work for them, and the steps
to get there.

Review this checklist.

Salesforce B2C Commerce:
CRM/Merchandising

Customer: Developer and
Merchant

2 hours

Assign roles for merchandising tasks to ensure
personnel have the appropriate permissions in Business
Manager.

Customer: Administrator, Developer, and
Merchant

1 hour

Contact Commerce Cloud Support to request that active
merchandising be enabled.

Data Collection Set Up and Configuration

Develop a searchandising and personalization strategy
for your site. Determine any custom attributes you want to
create and use for sorting search results or creating customer
group promotions.

Customer: Merchant

1-3 hours

Assign roles for merchandising tasks.

Customer: Merchant

15 minutes

Make sure personnel have the appropriate permissions.

Customer: Administrator

15 minutes

Add new tags to your ISML
templates to collect data from your site. You can use the
SiteGenesis
implementation of active merchandising as an example of tagging.
You might also find it useful to refer to the Reference
Application implementation of active merchandising for
information on what templates to tag if your site is based on
the older reference application.

(Migration
from Previous Version Only) If you are implementing
active merchandising in an existing site, in addition to the
previous steps, you also need to change all calls to the
Search pipeline to use the new sorting rule ID parameter
rather than sortBy parameters.

Customer: Developer

15 minutes

(New implementation only) Make sure any calls to the
Search pipeline use the sorting rule
ID parameter. See the Product and Search pipelines in the latest
SiteGenesis Storefront Core cartridge.

Customer: Developer

15 minutes

When your sorting rules are tuned to your
satisfaction, stage them from your Staging instance to your
Production instance.

Customer: Administrator

15 minutes

Test the data collection after a minimum of 1 day
by reviewing the top selling product pages in Business
Manager.